See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,389 | $91,190-38.2% | $178,490-68.4% | $79,858-29.4% |
| Participation rate | 97.9% | 69.2%+28.7pp | 81.9%+16.0pp | 69.6%+28.3pp |
| Annual return | 15.68% | 24.19%-8.5pp | 151.07%-135.4pp | 31.71%-16.0pp |
| Employer contribution / active EE | $2,535 | $3,256-22.1% | $5,011-49.4% | $2,471+2.6% |
| Participant deferral / active EE | $5,433 | $3,236+67.9% | $5,202+4.4% | $3,740+45.3% |
| Admin fee / account holder | $1,579 | $6,751-76.6% | $13,984-88.7% | $5,306-70.2% |